See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,509 | $148,534-4.7% | $135,903+4.1% | $139,434+1.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 18.42% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,762 | $5,243-9.2% | $4,856-1.9% | $4,751+0.2% |
| Participant deferral / active EE | $6,243 | $8,100-22.9% | $7,758-19.5% | $6,710-7.0% |
| Admin fee / account holder | $3,916 | $12,400-68.4% | $10,762-63.6% | $11,403-65.7% |